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Kelley Keehn

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

confusion
Conversations

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

data-breach-cyber-attack
Conversations

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Asian couple meeting financial adviser for investment planning.
Conversations

Why young clients, in particular, need coaching

A generation of investors has never known a bear market

Office with on diary, glasses and coffee cup on desk
Conversations

Why advisors should stop talking and start coaching

Tips from behavioural economics

Mature Laughing Mulit Ethnic Husband and Wife
Conversations

Why conversations with couples require advisor know-how

Survey reveals financial challenges faced by couples

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Arrows leave comfort zone
Retirement News

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Young plant
Estate Planning

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

Financial graphs analysis
Conversations

Tips on explaining tough financial concepts to clients

Advisors speak from experience

 Skydiving Couple - Come Join Us
Conversations

Putting partners to the test

Considerations when choosing your better half

Close-up of smiling mature woman with daughter at park
Conversations

Help adult children who return to the nest

Get ahead of the intergenerational wealth transfer by adding clients’ kids and grandkids to your book

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Indian teen studying in library with college age friends
Conversations

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house
Conversations

OSC tackles barriers for millennial investors

The study identifies six principles to help stakeholders engage millennials

  • By: Staff
  • July 12, 2018 September 7, 2018
  • 00:00

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

How to keep your practice current as advice changes

Both digital tools and human interaction are needed

  • By: Staff
  • July 4, 2018 September 7, 2018
  • 00:00

1 thing advisors shouldn’t do—and plenty of things they should

Find out how your service compares to these expert tips

Finding your brand in a world of robos

Experts weigh in on embracing tech and differentiating your service

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.